BREAKING
Amazon and Google Lead AI Power Race
Power Is the Biggest Constraint
Two Different Power Strategies
Amazon
Scale
●
20+ years building data centers
●
Long-term utility relationships
Google
Vertical
●
Direct generation investment
●
Could be only big tech to own a generator
0
GW
US data center use
0
B
Spain through 2035
0
B+
data centers, decade
0
%
of US power by 2030
0
B
Intersect Power deal
0
%
premium for flexible PPAs
Early Power Bets as Preparation
AI NEWS BLITZ
The Wall Street Journal says Amazon and Google are ahead in securing power for AI.